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BrokersRetail & Institutional Operating Stack

The end-to-end stack for retail and institutional brokers.

Run client lifecycle, KYC, IB programs, support, reporting, and the broker back office on one operating platform — with deep integrations into cTrader, Match-Trader, DXtrade, PSPs, and KYC providers.

Active brokers24
Client accounts280k+
Integrations46
Markets18
OPERATING CONTEXT

Brokers run on too many disconnected systems.

A typical broker stitches together a CRM, a back office, a KYC tool, a PSP layer, a platform manager, an IB tracker, a support system, and a BI tool — and pays for the integration friction in operational lag, support quality, and compliance risk. QTG operates these as one platform, so the broker can focus on growth, not glue.

One client record
CRM, KYC, accounts, support and IB share the same identity.
Integrated back office
Trading platform, PSPs, KYC and reporting connected.
Reduced ops cost
Fewer vendors, fewer reconciliations, less ops headcount.
PROBLEMS WE SOLVE

The operational seams brokers feel every day.

Most broker pain comes from the gaps between systems, not the systems themselves. QTG closes those gaps with a single operating layer.

BEFORE QTG · OPERATIONAL FRICTION
CRM and trading platform are separate — client context is lost.
KYC bottlenecks live outside the CRM, slowing onboarding.
IB performance is reconciled manually from spreadsheets.
Support agents jump across 5+ tools to resolve a single ticket.
BI is delayed — data lands a day after the decision is needed.
Adding new instruments or PSPs takes weeks of integration work.
HOW QTG HELPS · INFRASTRUCTURE FIT
Broker InfrastructureOperating platform · trading + back officeBroker CRMLead → KYC → funded → active client lifecycle.IB & Affiliate PlatformTracking, payouts, attribution.QuantCXUnified support across channels.Business IntelligenceLive reporting on every dimension.AI AgentsAutomate KYC review, ticket triage, retention nudges.
CLIENT LIFECYCLE

From lead to active client, one funnel.

QTG's Broker CRM owns the entire client lifecycle — and routes every adjacent system to the right state.

client_lifecycle / broker_infra · 30dLIVE
LEAD → ACTIVE CLIENT
LEAD
12,840
ONBOARD
8,210
KYC PASS
6,940
FUNDED
4,180
ACTIVE
3,610
INTEGRATION HUB
Broker CRM
cTrader
PSP
KYC
IB
Support
BI
↳ ALL ROUTED VIA BROKER CRM
QTG STACK FOR BROKERS

The broker operating layer.

What a typical broker deployment looks like — platforms, components, and services.

PLATFORMS · L1
Operating layer
COMPONENTS · L2
Functional modules
SERVICES · L3
Teams behind the build
WHY QTG

Why brokers consolidate onto QTG.

Brokers don't lose to other brokers — they lose to operational drag. QTG removes the drag.

One operating layer

CRM, KYC, support, IB, BI, payouts — same identity, same data model. No more reconciling between tools.

Deep platform integrations

cTrader, MatchTrader, DXtrade, top PSPs and KYC providers — production-grade integrations, not bolted-on adapters.

Real ops experience

QTG runs broker-adjacent operations daily. The product is shaped by what brokers actually need, not what looks good in a deck.

Lower total cost

Fewer vendors, fewer integration projects, fewer ops staff per 10k clients. The math compounds with scale.

RELATED INSIGHTS

Reading for broker operators.

Long-form thinking and product updates relevant to this industry.

OPS · Mar 2026

The hidden cost of multi-vendor broker stacks

How integration drag silently erodes broker margin and ops quality.

10 min read
PRODUCT · Feb 2026

KYC inside the CRM: why the seam matters

Onboarding speed and abandon rates are functions of where KYC lives.

7 min read
INFRA · Jan 2026

Migrating a broker without losing a client

A 60-day playbook for moving onto a unified operating layer.

14 min read
CONSOLIDATE THE STACK

Run your broker on infrastructure that doesn't fight you.

Whether you're launching a new broker or consolidating off a stitched stack, QTG operates as one platform — built around the broker's actual operating reality.